August 01, 2007

August 1, 2007: Best defensive plays according to CSFB:Part 1

picture: self defense

It is no secret that I admire much of CSFB's analysis. In certain sectors they are truly outstanding.

Today, they released a comprehensive seventy-plus page report on the best defensive plays for the market as it now stands. All of these have been selected as Outperform and Strong Buys to the exclusion of other companies in their sectors. Without further comment, here they are: